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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,614 | $138,114+9.1% | $125,391+20.1% | $134,545+11.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.60% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $3,822 | $5,246-27.1% | $4,816-20.6% | $4,742-19.4% |
| Participant deferral / active EE | $10,736 | $7,801+37.6% | $7,448+44.1% | $6,401+67.7% |
| Admin fee / account holder | $27 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |